Interchange Capital Partners provides financial planning, business consulting, and investment and wealth management services. They tailor their investment advice to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. Clients can grant Interchange Capital Partners discretionary authority to manage their accounts, or opt for non-discretionary arrangements where they approve each transaction. Interchange Capital Partners may use independent investment managers to manage a portion of client assets.
Fee Structure
Interchange Capital Partners offers investment management services for an annual fee based on the amount of assets managed. The management fee will not exceed 2.75% per year. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed. Fees are negotiable and depend on the size and composition of a client's portfolio and the type of services rendered. Interchange Capital Partners may negotiate a different fee rate for certain client holdings.